Testimonials

I started about 6 years ago with trading and later investing. I went though many courses and research that one can find online. Nothing comes close to MoneyWiseSmart. The Multibagger Research Series (MRS) research is extremly deep and focuses on the things that matter. It is not about what is sexy or the next hyped stock, but what actually creates wealth. From the MRS program, I have improved my understanding of companies financials, valuations and even human psychology.

I also decided to give it a shot on the Options Series, after being subscribed for a few months for the MRS program, and that also blew me away. I would highly recommend MoneyWiseSmart's courses if you want to take your investing skills to the next level. I can say I'm a better investor than I was.

Principles of Compounding with Bonds & Stocks:

I have been in MoneyWiseSmart for few years all the research or courses they have is always above and beyond. I learn the most from the their courses and Buffett Letters. PCBS is great addition to the teachings. I have about 8 years of experience in the markets and I went thru many books, letters ect. but they always find the way to teach you something you didn't know or didn't fully understand. I know it will be great source of value for anybody for the rest of their life. PCBS give great understanding of bond, investing and compounding and how to take advantage of it. This is probably the single most important thing you must learn about investing and finance. As the famouse quote says "Compound interest is the eighth wonder of the world. He who understands it, earns it...he who doesn't...pays it." Thank you for the great work and the value you provide to all of us.

What I like about MoneyWiseSmart is a very long-term investment approach. Unlike majority of the market that focus on short term trading and casino approach to the stock market, Fun Liang and Rupam have the ultra long term business approach – the way real intelligent investors should always focus on.

Even if you are able to analyse businesses yourself, having a community like the one created by the MoneyWiseSmart team is very helpful, at moments of doubts when everyone seems to be happy from their 1% profit leveraged to 20%-30%. Many young people who start their investing journey forget that investing is a marathon, not a sprint.

I recommend MoneyWiseSmart to all new subscribers. If your goal is to compound wealth over decades, this is the right place for you.

I wouldn't compare MWS to Ferrari, because men buy Ferrari to show the wealth to other people and when you buy MWS courses you get the ticket to long term wealth without necessity to show it!! Ferrari seems to be depreciating asset, while MWS is appreciating one!

Anyone who have savings and want to play the long term investing game and don't want to simply buy index, the long term investing is the game of getting to know ourselves, being patient and compounding wealth over time, I 100% recommend the course that Rupam and Fun Liang provide. I had the opportunity to finish one of the best universities in the world Peking University, Singapore Management University, Warsaw School of Economics and still found A LOT of value in these teachable lessons, remember those courses are not a short term investment but long term one, you have to be committed to spend a few hours weekly to learn the materials.

I have long been invested in the markets through mutual funds and financial advisors, however over the last couple of years I decided to start investing in my education with an intent to manage my own portfolio. I have spent many thousands of dollars and countless hours on multiple education platforms in the last couple years and can say that without a doubt MoneyWiseSmart offers by far the best value of any of the classes I have participated in.

Rupam, Fun Liang, and Vaibhav are all incredible educators. They each have their respective area of expertise that when contributed to the platform results in a huge compounding effect. This is truly a scenario of 1+1+1=much more than 3.

I can confidently say that joining MoneyWiseSmart was one of the best investments I have made. The access afforded by the group is simply amazing. The team clearly has a desire to educate and it becomes apparent in the teams commitment that all of your questions are clearly answered. I can promise that anyone who puts the effort into learning the material will be rewarded by the amazing access and expertise from the MoneyWiseSmart team. I am proud to report that my investment in MWS has already been a Multibagger. Keep up the great work guys and I can’t wait for our next 3 hour Zoom meeting.

Principles of Compounding with Bonds & Stocks:

It was only until 01 Sep 2023 when I came to a realization that my stocks investing strategy for the past 3 years was going no where as I was clinging onto hope that the stocks purchased will recover which was recommended by some seemingly good investors back then. With that realization, i signed up for MRS on 01 Sep 2023 and then in end Jan 2024, the PCBS and IF. The PCBS and IF courses are funneled to some of the most important principles in a sustainable long term investing in the stock market. The knowledge gained through these courses really gave me a great boost in confidence to stay in this investing journey for a very long run; and equally, if not more importantly, the analysis provided and clarifications given are just terrific for my personal investment decisions.

After signing up for the 3 courses (or Total Access Package in aggregate) and going through the videos inside, I have gained a clearer understanding of how to develop an investment framework that I am comfortable with. Fun Liang and Rupam give their best efforts during the monthly tutorials, explaining concepts in a detailed manner and usually staying late just to answer all our questions. If you are looking to deepen your knowledge and improve your investing skills, do consider joining us to grow and learn together!

Investing Fundamentals Course:

The Investing Fundamental Course is by far the best investment related course I have completed. The course teaches the fundamentals of high quality business analysis, giving you the knowledge to determine the difference between a good business and a wonderful business - essential in identifying long term compounders. By breaking down a company’s financial statements and deciphering the importance of each component through small bite sized videos, the course has taught me not only the principles of investing, but also the temperament required to build my wealth over the long term. The ability to re-watch videos, combined with the opportunity to ask questions in the investment forum, really solidifies your knowledge and solves any queries you have. Rupam and Fun go above and beyond in helping you learn, and they have always responded to my questions in an extensive, timely manner. I am very pleased with the confidence I have gained in my own investing practice and I believe the course offers great value for money

Principles of Compounding with Bonds & Stocks:

I have been in MoneyWiseSmart for few years all the research or courses they have is always above and beyond. I learn the most from the their courses and Buffett Letters. PCBS is great addition to the teachings. I have about 8 years of experience in the markets and I went thru many books, letters ect. but they always find the way to teach you something you didn't know or didn't fully understand. I know it will be great source of value for anybody for the rest of their life. PCBS give great understanding of bond, investing and compounding and how to take advantage of it. This is probably the single most important thing you must learn about investing and finance. As the famouse quote says "Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it." Thank you for the great work and the value you provide to all of us.

Multibagger Research Series Program

I love the Multibagger Research Series. It’s a pre-filtered list of potentially wonderful businesses handpicked by the smartest team. Each business is meticulously researched in depth. The type of research done is one that might take someone like me a significant amount of time (months to a year) to complete. It’s all based on facts and data and no speculation is involved. More importantly, Fun Liang has an eye of deciphering between the lines, and he will then convert the data into easy-to-understand charts and figures. I’ve also learnt a tremendous bit regarding valuing modern businesses such as SaaS companies that I would’ve easily passed before due to its optically depressed negative earnings on a GAAP basis. For me, the pre-filtered list of potential compounders saved me a lot of time and effort, but more importantly, learning how Fun Liang and Rupam think and analyze businesses is the gem of the Multibagger Research Series. I get taught how to fish and also get the fish. What more could I ask for?

Option Series Program

Once you learn how to analyze businesses and have potential compounders that you have strong conviction with, that you’re ready to tranche in, the Option Series will be very useful. Rupam will teach you ways to use options to create a win-win scenario when trying to initiate a position in a business. To clarify, the option series by MWS is not for speculators or traders. It is purely for long-term investing purposes. This is how people like Warren Buffet and Matthew Peterson use options. Options is a very useful tool if used the right way and can be a dangerous tool if incorrectly used. Hence, having a solid foundation in options with the right long-term mindset is crucial. I can’t emphasize enough; this mindset is extremely important when using options. Rupam is an amazing teacher and more importantly, he’s very passionate. He has ample experience in both using options the wrong way and the right way, which makes it very interesting when listening to his stories. The option series will save us from innumerable miserable experiences that short-term traders or speculators experience.

Total Access Package

Take the entire total access package, you won’t regret it.

As someone who has a degree in Finance, I approached the PCBS course with a mix of curiosity and skepticism, wondering what more it could possibly offer. However, I'm pleased to report that my investment in this course has been one of the most value-packed decisions I've made in my quest for financial wisdom.

This course is far from your run-of-the-mill financial education. It has shown me how seasoned investors perceive the value of money, a viewpoint that textbooks and lectures had barely scratched the surface of. One of the most impactful aspects of the course is its focus on Capital Allocation, providing insights into how they should be managed for sustainable growth in earnings and shareholder value.

This holistic approach has revolutionized the way I look at my personal finances. From assessing my financial health to making pivotal financial decisions such as buying insurance and planning for retirement, I now approach these tasks with a strategic mindset akin to that of a seasoned investor. The course instills an optimum investment mindset, emphasizing the importance of patience, diligence, and a solid understanding of financial basics. This mindset, I believe, is the course's most valuable takeaway, promising to serve me for a lifetime.

It's important to note that this course is not a shortcut to wealth. It doesn't entertain get-rich-quick fantasies but instead lays down the foundational knowledge and skills required to build sustainable wealth over time. It demands dedication, a willingness to learn, and an openness to start from the basics, regardless of your previous experience or education in finance. For anyone serious about understanding the essence of investing and willing to invest time and effort into mastering it, this course is a perfect match.

Whether you're new to finance or someone who's already working within the financial sector, the insights and strategies taught here are invaluable. It's an investment in yourself that pays dividends far beyond the financial.

Thank you to the MWS team for constantly giving us value.

I have known Rupam for a while and greatly admired his thought process and sharing about investment ideas. When he started this course, I signed up without hesitation. In this course, the ideas are explained concisely with clear examples. The forums where you can ask questions and share ideas are monitored closely by senior members and you will definitely get your answers promptly. You will find something for yourself, no matter you being a seasoned investor or someone starting out. This is definitely one worthwhile investment who all value investors.

The instructor used a lot of examples in the real world, with some case studies and also showed exactly where to find this information on the website (in which the newbie might have no clues to find them)…Even though I have been through many books; there are many things that I just learned from this course, maybe I did not understand it before and the instructor of this course digested it in a simpler way for me to understand…As I have read many books before starting this course, I think all practical points you would need to invest in the real world are in this course…

I was introduced to MoneyWiseSmart Multibagger Research Series in Nov 2020. Timing was great as I’d been looking to turbo-charge my portfolio during the pandemic. But importantly I also wanted to refine my thinking & perspective on long-term value investing.

Rupam Deb & Fun Liang Chia bring a passion & rigour into investment research that I’ve not seen before. For one, they’re super thorough in their concepts; further, the analytics of their chosen company spans months of uncompromising research into every aspect of the business including industry, competition, management, moat, and valuation. They can thus answer the most intricate query with relative ease.

I have personally used the Multibagger research to confidently make (what I believe is) low-risk investments in superlative businesses, that is garnering impressive returns already. Importantly the MWS team are changing the way I approach wealth preservation - from intermittent shorter term moves to a steady, long-term compounding pursuit. Next steps would be strong growth via new concepts ie Options investing.

‘Great products sell themselves’ no doubt, so consider this a coffee musing about MWS! I have recommended the series to close friends and family as I truly believe in the product; wishing the Team all the very best. Rock on!

Multibagger Research Series

I was very excited when I found out that MWS is finally launching the Multibagger Research Series. I have been fortunate enough to come across some of the researches that Rupam and Fun Liang have done and I was blown away by the level of details they go into. Rupam and Fun Liang are truly passionate about researching business as they would happily read through pages of materials, exchange emails with IR and sometimes even talks to the management team. Rupam and Fun Liang keep each other in checks to ensure that they are not biased against the businesses that they like, just to make sure they always present the facts for you to do your own due diligence.

In the program, Rupam or Fun Liang would walk you through multiple aspects of good quality companies that fit into the framework that Rupam described. You would learn about the industry the business is in, the business model, moats and competition, management, risks, financials, valuations and many more. These are great companies that I believe Rupam and/or Fun Liang would own if the price is right.

Finding great businesses, studying them and tracking new developments can be time consuming especially if you have a day time job like me. I highly recommend this program if you want to save time and learn how to apply the framework in real life.


Option Series Program (Diamond Level)

The option series program by MWS is easy to follow where Rupam breaks down all the key concepts in his videos, coupled along with actual case studies on how to apply these concepts in real life.

In the course, Rupam teaches you a systemic approach on how to use options strategies to enhance the return of your long term positions that you could replicate again and again. Rupam also teaches you the right way to think like a long term investors and incorporate that into this course. One thing I like about the course is that these concepts are repeatedly mentioned throughout the course to make sure they stick with you. There is no blindly following the “rules of thumb” without knowing the rationale behind.

There are a lot of brilliant minds in the community like Fun Liang, Vaibhav and many more who are very willing to share their thoughts and help each other improves. The support system is simply amazing.

I highly recommend this course to anyone who is committed and ready to learn it the right way!